+3.9%
STGW price history and return analytics
+63.7%
-59.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +1.7% |
| 7D | -3.7% | -2.0% | -1.7% | -1.1% |
| 30D | -7.7% | -1.4% | -6.2% | -5.9% |
| 3M | +31.2% | +4.7% | +26.5% | +22.8% |
| 6M | +39.1% | +11.4% | +27.8% | +19.2% |
| YTD | +75.3% | +13.1% | +62.2% | +47.3% |
| 1Y | +59.0% | +19.0% | +40.0% | +24.0% |
| 3Y | +61.4% | +73.9% | -12.6% | -24.5% |
| 5Y | +3.9% | +65.4% | -61.5% | -46.5% |
| All | +3.9% | +63.7% | -59.8% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling